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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,489 | $92,091-64.7% | $63,005-48.4% | $77,958-58.3% |
| Participation rate | 99.2% | 74.5%+24.7pp | 74.8%+24.4pp | 71.6%+27.6pp |
| Annual return | 16.16% | 16.23%-0.1pp | 87.59%-71.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $3,502 | $3,424+2.3% | $2,760+26.9% | $2,310+51.6% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $48-96.5% | $3,599-100.0% | $97-98.3% |